We’ve moved!
Come visit us in Suite 300 After almost 6 years in our office space, we’re very excited to announce that Financial Symmetry has moved within our current building, Arena Centre!…
Company News
Will Holt Becomes NAPFA Approved Fee‐Only Planner
Putting our clients interests first is a cornerstone of our business. So we take great pride in becoming members of an association like NAPFA, that shines a light on the…
Mike Eklund Becomes NAPFA Approved Fee-Only Planner
Mike Eklund of Financial Symmetry, Inc. in Raleigh, NC has been accepted for membership in the NATIONAL ASSOCIATION OF PERSONAL FINANCIAL ADVISORS (NAPFA) . With membership, Eklund becomes affiliated with an organization of…
FSI’s 5th Annual Client Appreciation Night
Our 5th Annual Client Appreciation Night was held on April 24th– a beautiful Friday night–as the Durham Bulls took on the Gwinette Braves. The game was spectacular–ending in a walk-off…
Cameron Hendricks Earns CFP® Designation, Becomes FSI’s Newest Advisor
Cameron Hendricks has recently met all requirements necessary to become a Certified Financial Planner™ (CFP®), the highest financial planning credential available. Earning a CFP® certificate will allow Hendricks to provide…
Mike Eklund Becomes Newest Partner at Financial Symmetry
Mike Eklund has become the newest partner at Financial Symmetry, Inc., a locally-owned, fee-only financial planning and investment management firm. Eklund states, “It is an honor and privilege to become…
Celebrating 10 years at Financial Symmetry along with a Few Lessons
This January I celebrated 10 years as a full time employee of Financial Symmetry. Life has been moving so fast recently I wouldn’t have even realized it had Linkedin not…
A Whirlwind of Growth
As I reflect on how much Financial Symmetry has grown in the past year, I find it hard to believe that we are almost a full week into February. 2014…
FSI Featured in InvestmentNews Magazine
Our operations specialist, Grace Kvantas, was recently featured in InvestmentNews Magazine. The article explains how financial advisors can find and hire new talent since many financial advisors are nearing retirement…
FSI Advisors Featured in Money Magazine and NerdWallet
As we’ve become more active in sharing articles through our social media networks, a few of our Advisors were featured in media publications recently that we thought you might like to…
Download our 5 Questions to Ask Your Financial Advisor eBook
We break down some of the most important questions we are asked on a regular basis.